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EBPAQC 401(k) Basics: Part 1 — Introduction and Planning

Description

Gain confidence in conducting 401(k) audits (bold)

Conducting audits on company 401(k) plans is a constructive way to achieve maximal employee gain while ensuring the company’s legal compliance. A successful 401(k) audit promotes a healthy future for both.

This webcast will guide you in:
– Understanding the structure of a 401(k) plan
– Identifying standard documentation
– Learning business-specific issues to be tackled

Learning Objectives

*Recall basic information about 401(k) plans and their function *Identify standard 401(k) plan documentation *Distinguish unique issues present when planning 401(k) plan audits

Major Topics

– Auditing
– 401(k) plan structure
– Standard 401(k) plan documents
– Key plan officials
– Service providers
– Unique issues

Provider
AICPA
Course Level
Basic
Professional Area of Focus
Accounting and Auditing
Accounting & Auditing
CPE Field of Study
Auditing
2
Who Should Attend

*CPAs *CGMAs based in the U.S. *Accounting and finance professionals *Auditors new to 401(k) plan auditing

Instructor(s)
Marilee Lau
Prerequisites

None

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Apr 27, 2023
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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$109.00

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$131.00
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EBPAQC 401(k) Basics: Part 1 — Introduction and Planning


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